Blog: 24.06.25A modern fiduciary, a catalyst for SME success

For a long time, fiduciaries were seen as a “necessary evil” — technical service providers tasked with bookkeeping, financial reporting and payroll. A sort of compliance insurance: useful, but peripheral.

That model is now a thing of the past.

Today, the reality facing SMEs has changed dramatically: administrative complexity, regulatory instability, cashflow pressures, talent shortages, digital transformation… Business leaders are often left to navigate a flood of decisions — without always having the tools, skills or data to do so effectively.

This is where the new generation of fiduciaries steps in.

A structure like Synergix does far more than meet legal obligations: it enlightens, structures, warns and accelerates. It becomes a strategic partner in business management, a performance enabler, a reliable anchor in an ever-shifting world.

The figures speak for themselves: SMEs account for more than 99% of businesses in Switzerland. They employ two-thirds of the workforce and contribute a major share of GDP. Yet they operate in a particularly demanding ecosystem:

A growing number of fiscal, social and environmental regulations

Accelerated — yet often costly — digitalisation

Recruitment constraints in high-pressure sectors

• Structural needs without bureaucratic overload

In this context, many business owners wear multiple hats: CEO, CFO, HR, CIO… often without a safety net. A single absence or delay in a critical process can trigger disproportionately serious consequences.

Handing over accounting, administrative and HR functions to an external provider shouldn’t be a default move. It’s a strategic decision that can have a deep impact on a company’s overall performance.

With Synergix, outsourcing becomes an extension of your organisation. We operate as an integrated service, led by experts, powered by robust technology, and tailored to your actual pace.

The cornerstone of this transformation is IODD, our proprietary intelligent management platform.

IODD enables you to:

• Visualise cash flow, fixed costs and KPIs in real time
• Access financial reports (P&L, etc.)
• Automate the collection of key data (invoicing, payments, salaries)
• Save valuable time on low-value tasks

Thanks to IODD, our clients spend significantly less time consolidating data before making decisions.

IODD is not just software. It’s a strategic asset, designed by Synergix — for decision-makers.

Accounting is still too often seen as a compliance tool… when it should be a vision tool.

At Synergix, we treat accounting as the nervous system of the business. We work with you to build a data structure that brings out what truly matters:

• Billing cycles
• Cost centres to monitor
• Areas of stress or untapped potential

All of this in an accessible, visual format through our automated dashboards.

HR management in SMEs is often underestimated — until something goes wrong: late filings, conflicts, payroll errors, extended absences…

Our HR administration & payroll team helps SMEs:

• Secure all legal and collective obligations
• Structure reliable HR processes, even with limited in-house resources
• Support team growth without administrative chaos

Our HR experts handle day-to-day operations (payroll, permits, social security — LPP, AVS, LAA, LAAC, IJM — absence tracking, declarations), while offering guidance throughout your mission.

The result: better service for your employees, stronger support for leadership, and a more resilient structure.

Parental leave, winter flu, sudden departures? In a small organisation, this can bring operations to a standstill.

Synergix acts as your operational safety net. Thanks to our team-based approach, key processes never rely on a single person. You benefit from:

• Continuous presence, all year round
• Shared knowledge of your case files
• Immediate responsiveness in case of emergencies

This isn’t just daily peace of mind — it’s a real asset when fundraising, facing a regulatory inspection, or undergoing an audit.

Good accounting provides accurate figures. An excellent fiduciary goes further: it explores, compares, challenges.

We regularly ask our clients:

• Are your long-standing customers your most profitable ones?
• Is your HR cost distribution aligned with your business model?
• Which products generate the most cash flow?

We build custom dashboards, updated daily, to turn intuition into informed decisions.

At Synergix, technology never replaces humans — it empowers them.

Each client has access to a dedicated team of experts — available, proactive, and fully familiar with your business. This is not an impersonal customer service centre. It’s a trusted relationship, built over time, based on:

• Active listening
• Responsiveness
• A genuine desire to help you succeed

Our team includes certified specialists and federal diploma holders, passionate about their field and continuously trained. We bring the same rigour to SMEs, NGOs, foundations and subsidiaries of international groups.

Beyond words, here’s what our clients actually experience:

• Valuable hours saved every month through optimised admin
• Fewer errors, more peace of mind in declarations
• Instant clarity on key performance indicators
• Better alignment between HR, finance and strategy

By combining proximity, expertise and technology, we create lasting impact.

• A proprietary platform developed in-house (IODD)
• A tailored approach designed for Swiss SMEs
• Triple expertise: accounting, HR, tech
• A culture of innovation grounded in real-world challenges
• A stable, qualified, and available team — based in Geneva

We don’t make vague promises. We deliver results. And above all, we move forward with you — with clarity, commitment and efficiency.

If you’re thinking:

• “I never really know where I stand with my cash flow.”
• “HR relies on just one person.”
• “I spend too much time on admin.”
• “I’m reacting more than I’m anticipating.”

… then let’s talk.

There’s no magic solution — but there is a method, a team and tools that can make a real difference.